UNC HEALTH FOUNDATION INC: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- UNC HEALTH FOUNDATION INC (EIN 56-6057494)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2014-12-04
- IRS object ID
- 201413389349300501
- Schema version
- 2013v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-12-04T09:18:22-06:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 North Greene Street Suite 400 | AddressLine1 |
| City | Greensboro | City |
| State | NC | State |
| ZIP Code | 27401 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 566057494 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MEDICAL FOUNDATION OF NORTH CAROLINA INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % BETTY M WHICHARD | InCareOfNm |
| Business Name Control | MEDI | BusinessNameControlTxt |
| Phone | 9199661201 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 880 MARTIN LUTHER KING JR BLVD | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | CHAPEL HILL | City |
| State | NC | State |
| ZIP Code | 27514 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANN BRAUN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9199661201 | PhoneNum |
| Signature | 2014-10-31 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALLISON H FRANKLIN | PreparerPersonNm |
| PTIN | P00448640 | PTIN |
| Phone | 9199661201 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ANN BRAUN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 880 MARTIN LUTHER KING BLVD | AddressLine1 |
| City | CHAPEL HILL | City |
| State | NC | State |
| ZIP Code | 27514 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $32,923,992 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.MEDICALFOUNDATIONOFNC.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1949 | FormationYr |
| Legal Domicile State | NC | LegalDomicileStateCd |
| Activity Or Mission | THE MEDICAL FOUNDATION OF NORTH CAROLINA, INC. SECURES FINANCIAL AND VOLUNTEER RESOURCES FOR THE UNC SCHOOL OF MEDICINE AND UNC HEALTH CARE TO PROVIDE A HEALTHIER FUTURE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 28 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 28 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 300 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $15,708,434 | PYContributionsGrantsAmt |
| CY Contributions Grants | $19,280,588 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $519,691 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $440,087 | CYProgramServiceRevenueAmt |
| PY Investment Income | $14,703,179 | PYInvestmentIncomeAmt |
| CY Investment Income | $9,901,413 | CYInvestmentIncomeAmt |
| PY Other Revenue | $133,344 | PYOtherRevenueAmt |
| CY Other Revenue | $587,045 | CYOtherRevenueAmt |
| PY Total Revenue | $31,064,648 | PYTotalRevenueAmt |
| CY Total Revenue | $30,209,133 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $16,413,282 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $16,463,563 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,364,369 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $887,368 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $129,671 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,805,110 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,434,037 | PYOtherExpensesAmt |
| CY Other Expenses | $2,481,148 | CYOtherExpensesAmt |
| PY Total Expenses | $20,211,688 | PYTotalExpensesAmt |
| CY Total Expenses | $19,961,750 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $10,852,960 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $10,247,383 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $228,522,001 | TotalAssetsBOYAmt |
| Total Assets EOY | $256,649,235 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $353,594 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $404,760 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $228,168,407 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $256,244,475 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MEDICAL FOUNDATION OF NORTH CAROLINA, INC. SECURES FINANCIAL AND VOLUNTEER RESOURCES FOR THE UNC SCHOOL OF MEDICINE AND UNC HEALTH CARE TO PROVIDE A HEALTHIER FUTURE THROUGH MEDICAL EDUCATION, RESEARCH AND PATIENT CARE. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $16,463,563 | ExpenseAmt |
| Grant | $16,463,563 | GrantAmt |
| Revenue | $440,087 | RevenueAmt |
| Desc | The Foundation processed in excess of 26,000 gifts from over 15,000 donors during the course of the fiscal year. Foundation development staff completed numerous phone calls and personal visits to major gift donors during fiscal year 2014. These calls and visits were in addition to the contacts completed during the cultivation and other events held on and off of the University of North Carolina at Chapel Hill campus. The Foundation has an established recognition society that recognizes and cultivates donors who provide annual support of at least $2,000. Members of this society receive recognition in the annual report and on the Foundation's donor wall. Endowment donors receive annual financial reports on the performance of the endowments they established and the use of the annual distributions. The Medical Loyalty Fund produces an Annual Case Statement, which includes a review of annual fundraising results. The Medical Foundation manages over 1,800 funds, including endowments, restricted, and unrestricted funds. These funds provide key support for patients, students, faculty, research, and other School of Medicine priorities. The support these funds provide is essential to the continued instructional and research excellence of the School of Medicine and UNC HealthCare System. | Desc |
| Total Program Service Expenses | $16,463,563 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (true) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 122 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | true | Form8899Filedind |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 28 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 28 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BETTY M WHICHARD | PersonNm |
| Phone | 9199661201 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 880 MARTIN LUTHER KING BLVD | AddressLine1 |
| City | CHAPEL HILL | City |
| State | NC | State |
| ZIP Code | 27514 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (36 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|
| JOHN W ALEXANDER | ||||||||
| BOARD CHAIRMAN | 1.0 | Yes (X) | Yes (X) | |||||
| KATRINA AVERY MD | ||||||||
| DIRECTOR | 1.0 | Yes (X) | ||||||
| LEWIS BARNHARD MD | ||||||||
| DIRECTOR | 1.0 | Yes (X) | ||||||
| LUCIUS BLANCHARD MD | ||||||||
| DIRECTOR | 1.0 | Yes (X) | ||||||
| THOMAS EDWARD CAPPS | ||||||||
| DIRECTOR | 1.0 | Yes (X) | ||||||
| JEAN CARTER MD | ||||||||
| DIRECTOR | 1.0 | Yes (X) | ||||||
| GEORGE W COX | ||||||||
| DIRECTOR | 1.0 | Yes (X) | ||||||
| FREDERICK M DULA JR MD | ||||||||
| DIRECTOR | 1.0 | Yes (X) | ||||||
| AMY EDGE | ||||||||
| DIRECTOR | 1.0 | Yes (X) | ||||||
| JOHN WC ENTWISTLE JR | ||||||||
| DIRECTOR | 1.0 | Yes (X) | ||||||
| AL HOBGOOD III | ||||||||
| TREASURER | 1.0 | Yes (X) | Yes (X) | |||||
| JAMES D HUNDLEY SR MD | ||||||||
| DIRECTOR | 1.0 | Yes (X) | ||||||
| PETER C JOHNSON MD | ||||||||
| DIRECTOR | 1.0 | Yes (X) | ||||||
| THEODORE C KERNER JR MD | ||||||||
| DIRECTOR | 1.0 | Yes (X) | ||||||
| MYLA LAI-GOLDMAN MD | ||||||||
| DIRECTOR | 1.0 | Yes (X) | ||||||
| GARNETTE LEROY | ||||||||
| DIRECTOR | 1.0 | Yes (X) | ||||||
| WILLIAM BROOKS MILLIS | ||||||||
| DIRECTOR | 1.0 | Yes (X) | ||||||
| BRYAN MORRIS | ||||||||
| DIRECTOR | 1.0 | Yes (X) | ||||||
| GEORGE D RENFRO | ||||||||
| DIRECTOR | 1.0 | Yes (X) | ||||||
| CHARLOTTE BATTLE ROBBINS | ||||||||
| DIRECTOR | 1.0 | Yes (X) | ||||||
| WILLIAM L ROPER MD MPH | ||||||||
| DIRECTOR | 1.0 | Yes (X) | ||||||
| CECIL W SEWELL JR | ||||||||
| DIRECTOR | 1.0 | Yes (X) | ||||||
| CHRISTOPHER BLAKE SMITH | ||||||||
| DIRECTOR | 1.0 | Yes (X) | ||||||
| LU SOO MD | ||||||||
| DIRECTOR | 1.0 | Yes (X) | ||||||
| JOHN STRICKLAND SR | ||||||||
| DIRECTOR | 1.0 | Yes (X) | ||||||
| RICHARD VINROOT MD | ||||||||
| DIRECTOR | 1.0 | Yes (X) | ||||||
| EDWINA D WOODBURY | ||||||||
| VICE CHAIR/SECRETARY | 1.0 | Yes (X) | Yes (X) | |||||
| S AUSTIN YEARGAN III MD | ||||||||
| DIRECTOR | 1.0 | Yes (X) | ||||||
| DEBORAH DIBBERT | ||||||||
| FORMER INTERIM PRESIDENT | 40.0 | Yes (X) | $191,162 | $0 | $18,325 | |||
| BETTY WHICHARD | ||||||||
| VP FIN & ADMIN, ASST TREASURER | 40.0 | Yes (X) | $133,058 | $0 | $26,003 | |||
| ANN BRAUN | ||||||||
| PRESIDENT | 40.0 | Yes (X) | $0 | $0 | ||||
| PAULA SHACKLEFORD | ||||||||
| ACCOUNTANT | 40.0 | $106,158 | $21,281 | Yes (X) | ||||
| WILLIAM WHISENANT | ||||||||
| DIR. OF PRINCIPAL GIFTS | 40.0 | $132,908 | $0 | $36,899 | Yes (X) | |||
| CRYSTAL MILLER | ||||||||
| DIR. OF DEVELOPMENT | 40.0 | $134,730 | $15,124 | Yes (X) | ||||
| JON LANCASTER | ||||||||
| DIR. OF FINANCE | 40.0 | $105,388 | $20,294 | Yes (X) | ||||
| DAVID B ANDERSON | ||||||||
| FORMER PRESIDENT | 40.0 | $148,374 | $0 | $21,481 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $951,778 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $159,407 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 7 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | Yes (true) | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| DAVID ANDERSON | |||||
| 2 MORGANS RIDGE LANE | DURHAM | NC | 27707 | CONSULTING | $114,000 |
| UNC HEALTH CAREHOSPITAL | |||||
| 101 MANNING DRIVE | CHAPEL HILL | NC | 27514 | HEALTHCARE SERVICES | $220,137 |
| UNC MANAGEMENT COMPANY | |||||
| 1400 ENVIRON WAY | CHAPEL HILL | NC | 27514 | INVESTMENT MGMT | $488,670 |
| UNC CHAPEL HILL | |||||
| PO BOX 309 | CHAPEL HILL | NC | 27514 | DEVELOP. SERVICES | $1,011,788 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $174,617 | FundraisingAmt |
| All Other Contributions | $19,105,971 | AllOtherContributionsAmt |
| Noncash Contributions | $2,301,415 | NoncashContributionsAmt |
| Total Contributions | $19,280,588 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| SPONSORSHIPS | 900099 | $399,961 | $399,961 |
| REGISTRATION FEES | 900099 | $40,126 | $40,126 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $440,087 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,421,005 | TotalRevenueColumnAmt |
| Exclusion | $2,421,005 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,885,449 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,405,041 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,480,408 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,480,408 | TotalRevenueColumnAmt |
| Exclusion | $7,480,408 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $803,102 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $174,617 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $309,818 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $493,284 | TotalRevenueColumnAmt |
| Exclusion | $493,284 | ExclusionAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISC. REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $93,761 | TotalRevenueColumnAmt |
| Exclusion | $93,761 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $93,761 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $30,209,133 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $440,087 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $10,488,458 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,552,896 | TotalAmt |
| Program Services | $14,552,896 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,910,667 | TotalAmt |
| Program Services | $1,910,667 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $129,021 | TotalAmt |
| Management And General | $129,021 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $554,252 | TotalAmt |
| Management And General | $413,419 | ManagementAndGeneralAmt |
| Fundraising | $140,833 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $75,515 | TotalAmt |
| Management And General | $59,950 | ManagementAndGeneralAmt |
| Fundraising | $15,565 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $71,433 | TotalAmt |
| Management And General | $56,710 | ManagementAndGeneralAmt |
| Fundraising | $14,723 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,147 | TotalAmt |
| Management And General | $45,368 | ManagementAndGeneralAmt |
| Fundraising | $11,779 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $129,671 | TotalAmt |
| Fundraising | $129,671 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $358,999 | TotalAmt |
| Management And General | $358,999 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $485,128 | TotalAmt |
| Management And General | $321,323 | ManagementAndGeneralAmt |
| Fundraising | $163,805 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,272 | TotalAmt |
| Management And General | $73,760 | ManagementAndGeneralAmt |
| Fundraising | $4,512 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,989 | TotalAmt |
| Management And General | $37,989 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $100,596 | TotalAmt |
| Management And General | $58,149 | ManagementAndGeneralAmt |
| Fundraising | $42,447 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,175 | TotalAmt |
| Management And General | $3,387 | ManagementAndGeneralAmt |
| Fundraising | $12,788 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,907 | TotalAmt |
| Management And General | $25,899 | ManagementAndGeneralAmt |
| Fundraising | $27,008 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,336 | TotalAmt |
| Management And General | $53,336 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $170,339 | TotalAmt |
| Management And General | $13,225 | ManagementAndGeneralAmt |
| Fundraising | $157,114 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| DEVELOPMENT ASSESSMENT FEE | $1,011,789 | $1,011,789 | |
| DEVELOPMENT SUPPORT SERVICES | $47,825 | $34,731 | $13,094 |
| DUES & SUBSCRIPTIONS | $3,921 | $3,921 | |
| MISCELLANEOUS | $63,872 | $34,424 | $29,448 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,961,750 | TotalAmt |
| Program Services | $16,463,563 | ProgramServicesAmt |
| Management And General | $1,693,077 | ManagementAndGeneralAmt |
| Fundraising | $1,805,110 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,528,682 | BOYAmt |
| EOY | $58,332,857 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,177,526 | BOYAmt |
| EOY | $7,924,463 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $987,600 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $606,154 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $439,099 | BOYAmt |
| EOY | $381,446 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,068,609 | BOYAmt |
| EOY | $39,120,158 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $131,940,142 | BOYAmt |
| EOY | $146,692,192 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,367,943 | BOYAmt |
| EOY | $4,198,119 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $228,522,001 | BOYAmt |
| EOY | $256,649,235 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $243,650 | BOYAmt |
| EOY | $367,545 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $77,879 | BOYAmt |
| EOY | $1,703 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,065 | BOYAmt |
| EOY | $35,512 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $353,594 | BOYAmt |
| EOY | $404,760 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,328,424 | BOYAmt |
| EOY | $9,813,649 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $142,145,858 | BOYAmt |
| EOY | $163,592,811 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $77,694,125 | BOYAmt |
| EOY | $82,838,015 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $228,168,407 | BOYAmt |
| EOY | $256,244,475 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $228,522,001 | BOYAmt |
| EOY | $256,649,235 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $10,247,383 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $17,260,770 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $567,915 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $13,646,756 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,998,744 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,851,404 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $15,708,434 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $19,500,029 | CurrentTaxYearAmt |
| Total | $75,705,367 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,254,727 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,639,868 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,584,926 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,730,349 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,969,153 | CurrentTaxYearAmt |
| Total | $8,179,023 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $14,901,483 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $15,638,612 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,436,330 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $17,438,783 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $21,469,182 | CurrentTaxYearAmt |
| Total | $83,884,390 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $697,055 | SubstantialContributorsTotAmt |
| Public Support Total170 | $83,187,335 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,842,716 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,662,512 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,509,271 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,534,634 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,421,005 | CurrentTaxYearAmt |
| Total | $11,970,138 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,363,938 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $902,231 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $880,398 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $984,788 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,117,509 | CurrentTaxYearAmt |
| Total | $5,248,864 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $101,103,392 | TotalSupportAmt |
| Public Support CY170 | 0.82280 | PublicSupportCY170Pct |
| Public Support PY170 | 0.77627 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $130,102,429 | BeginningYearBalanceAmt |
| Contributions | $6,192,848 | ContributionsAmt |
| Investment Earnings Or Losses | $13,839,633 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,369,777 | OtherExpendituresAmt |
| End Year Balance | $145,765,133 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $118,677,664 | BeginningYearBalanceAmt |
| Contributions | $2,717,745 | ContributionsAmt |
| Investment Earnings Or Losses | $13,833,091 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $348,515 | GrantsOrScholarshipsAmt |
| Other Expenditures | $4,777,556 | OtherExpendituresAmt |
| End Year Balance | $130,102,429 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $119,646,873 | BeginningYearBalanceAmt |
| Contributions | $2,214,723 | ContributionsAmt |
| Investment Earnings Or Losses | $4,623,992 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $6,293,391 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,514,533 | OtherExpendituresAmt |
| End Year Balance | $118,677,664 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $107,577,235 | BeginningYearBalanceAmt |
| Contributions | $5,923,341 | ContributionsAmt |
| Investment Earnings Or Losses | $15,122,176 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $6,104,848 | GrantsOrScholarshipsAmt |
| Other Expenditures | $2,871,031 | OtherExpendituresAmt |
| End Year Balance | $119,646,873 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $101,999,141 | BeginningYearBalanceAmt |
| Contributions | $3,282,840 | ContributionsAmt |
| Investment Earnings Or Losses | $6,240,697 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,945,443 | GrantsOrScholarshipsAmt |
| End Year Balance | $107,577,235 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.05748 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.94252 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
| Land | LandGrp |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $562,178 | OtherCostOrOtherBasisAmt |
| Depreciation | $294,005 | DepreciationAmt |
| Book Value | $268,173 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovementsGrp |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $425,422 | OtherCostOrOtherBasisAmt |
| Depreciation | $312,149 | DepreciationAmt |
| Book Value | $113,273 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Land Buildings | OtherLandBuildingsGrp | |
| Total Book Value Land Buildings | $381,446 | TotalBookValueLandBuildingsAmt |
| Financial Derivatives | FinancialDerivativesGrp | |
| Closely Held Equity Interests | CloselyHeldEquityInterestsGrp |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| INVESTMENTS-UNCIF | $138,443,839 | F |
| PRIVATE EQUITIES | $7,991,606 | F |
| CERTIFICATES OF DEPOSIT | $256,747 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $146,692,192 | TotalBookValueSecuritiesAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LIABILITIES UNDER CHARITABLE | Desc |
| Amt | $35,512 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $35,512 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $50,316,789 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $17,260,770 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $1,969,153 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $877,733 | OtherRevenueAmt |
| Revenue Not Reported | $20,107,656 | RevenueNotReportedAmt |
| Revenue Subtotal | $30,209,133 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $30,209,133 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $22,240,721 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $1,969,153 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $309,818 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $2,278,971 | ExpensesNotReportedAmt |
| Expenses Subtotal | $19,961,750 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $19,961,750 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| INTENDED USE OF ENDOWMENT FUNDS - SCHEDULE D, PART V, LINE 4 | Endowment funds are used for medical education and research. |
| FIN 48 DISCLOSURE - SCHEDULE D, PART X, LINE 2 | The foundation is exempt from federal income taxes under section 501(a) of the internal revenue code as an organization described in 501(c)(3), except on income derived from unrelated business activities. At June 30, 2014 and 2013, the Foundation has not recorded any tax liabilities. The Foundation reviews its tax positions annually and has determined that there are no material uncertain tax positions that require recognition in the financial statement at June 30, 2014 and 2013. |
| OTHER ADJUSTMENTS - SCHEDULE D, PART XI, LINE 2D | CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT 567,915 DIRECT EXPENSES - FUNDRAISING 309,818 TOTAL 877,733 |
| OTHER ADJUSTMENTS - SCHEDULE D, PART XII, LINE 2D | DIRECT EXPENSES - FUNDRAISING 309,818 |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Agrmt Prof Fundraising Acty | Yes (true) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (2 entries)
| ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|
| GRIZZARD COMMUNICATIONS | ||||
| MAIL SOLICITING | false | $41,592 | $79,423 | |
| PRISCILLA BRATCHER | ||||
| TARGETED CAMPAIGN | false | $128,182 | $50,248 | $77,934 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $169,774 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $129,671 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $77,934 | TotalNetToOrganizationAmt |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | BLUE RIBBON | NameOfEvent1Amt |
| Gross Receipts Event1 | $266,280 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $0 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $266,280 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $0 | CashPrizesEvent1Amt |
| Non Cash Prizes Event1 | $0 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $0 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $43,370 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $0 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $27,150 | OtherDirectExpensesEvent1Amt |
| Name Of Event2 | GALA EVENT | NameOfEvent2Amt |
| Gross Receipts Event2 | $214,352 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $0 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $214,352 | GrossRevenueEvent2Amt |
| Cash Prizes Event2 | $0 | CashPrizesEvent2Amt |
| Non Cash Prizes Event2 | $566 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $7,835 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $21,666 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $4,000 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $12,565 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 14 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $497,087 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $174,617 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $322,470 | GrossRevenueOtherEventsAmt |
| Cash Prizes Other Events | $3,850 | CashPrizesOtherEventsAmt |
| Non Cash Prizes Other Events | $29,177 | NonCashPrizesOtherEventsAmt |
| Rent Fclty Costs Other Events | $45,372 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $50,546 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $3,337 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $60,384 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $977,719 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $174,617 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $803,102 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $3,850 | CashPrizesTotalEventsAmt |
| Non Cash Prizes Total Events | $29,743 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $53,207 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $115,582 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $7,337 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $100,099 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $309,818 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $493,284 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 209 SOUTH RD | AddressLine1 |
| City | CHAPEL HILL | City |
| State | NC | State |
| ZIP Code | 27599 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 566001393 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Cash Grant | $14,552,896 | CashGrantAmt |
| Valuation Method Used | N/A | ValuationMethodUsedDesc |
| Non Cash Assistance | N/A | NonCashAssistanceDesc |
| Purpose Of Grant | SEE PART IV | PurposeOfGrantTxt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS AND AWARDS | GrantTypeTxt |
| Recipient | 431 | RecipientCnt |
| Cash Grant | $1,910,667 | CashGrantAmt |
| Valuation Method Used | N/A | ValuationMethodUsedDesc |
| Non Cash Assistance | N/A | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| MONITORING OF GRANTS IN THE US - SCHEDULE I, PART I, LINE 2 | Management at the Medical Foundation and the University of North Carolina Medical School are in charge of approving and maintaining supporting documentation of grant requests and disbursements. |
| PURPOSE OF GRANT OR ASSISTANCE - SCHEDULE I, PART II, COLUMN H | SUPPORT EDUCATIONAL AND RESEARCH EFFORTS OF THE UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL MEDICAL SCHOOL AND UNC HOSPITALS. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DAVID B ANDERSON | ||||||||||||||
| FORMER PRESIDENT | $144,807 | $0 | $0 | $0 | $3,567 | $0 | $18,885 | $0 | $2,596 | $0 | $169,855 | $0 | $0 | $0 |
| DEBORAH DIBBERT | ||||||||||||||
| FORMER INTERIM PRESIDENT | $191,162 | $0 | $0 | $0 | $0 | $0 | $13,118 | $0 | $5,207 | $0 | $209,487 | $0 | $0 | $0 |
| BETTY WHICHARD | ||||||||||||||
| VP FIN & ADMIN, ASST TREASURER | $133,058 | $0 | $0 | $0 | $0 | $0 | $20,796 | $0 | $5,207 | $0 | $159,061 | $0 | $0 | $0 |
| WILLIAM WHISENANT | ||||||||||||||
| DIR. OF PRINCIPAL GIFTS | $132,908 | $0 | $0 | $0 | $0 | $0 | $31,692 | $0 | $5,207 | $0 | $169,807 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | UNRELATED ORGANIZATION COMPENSATION - SCHEDULE J, PART II | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION EMPLOYEES RECEIVE COMPENSATION AND BENEFITS FROM THE UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL AN UNRELATED ORGANIZATION PER 990 INSTRUCTIONS. | ExplanationTxt |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArtGrp | |
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp | |
| Books And Publications | BooksAndPublicationsGrp | |
| Clothing And Household Goods | ClothingAndHouseholdGoodsGrp | |
| Cars And Other Vehicles | CarsAndOtherVehiclesGrp | |
| Boats And Planes | BoatsAndPlanesGrp | |
| Intellectual Property | IntellectualPropertyGrp | |
| Securities Publicly Traded | SecuritiesPubliclyTradedGrp | |
| Securities Closely Held Stock | SecuritiesCloselyHeldStockGrp | |
| Secur Prtnrshp Trust Intrsts | SecurPrtnrshpTrustIntrstsGrp |
Securities Miscellaneous SecuritiesMiscellaneousGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 88 | ContributionCnt |
| Noncash Contributions Rpt F990 | $2,301,415 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp | |
| Real Estate Residential | RealEstateResidentialGrp | |
| Real Estate Commercial | RealEstateCommercialGrp | |
| Real Estate Other | RealEstateOtherGrp | |
| Collectibles | CollectiblesGrp | |
| Food Inventory | FoodInventoryGrp | |
| Drugs And Medical Supplies | DrugsAndMedicalSuppliesGrp | |
| Taxidermy | TaxidermyGrp | |
| Historical Artifacts | HistoricalArtifactsGrp | |
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp | |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | false | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (true) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | THIRD PARTY UTILIZED - SCHEDULE M, LINE 32B | FormAndLineReferenceDesc |
| Explanation | THE FOUNDATION UTILIZES EXTERNAL BROKERS TO PROCESS AND SELL DONATED SECURITIES. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| REVIEW OF FORM 990 - FORM 990, PART VI, SECTION B, LINE 11B | The Foundation's Form 990 is posted to a secure portal on its website for review by all board members before the return is finalized and filed with the IRS. The Foundation's Audit Committee reviews the Form 990 with the Foundation's external accountants as part of its review and approval process. After the Audit Committee grants its approval the Form 990 is filed with the IRS. |
| CONFLICT OF INTEREST POLICY - FORM 990, PART VI, SECTION B, LINE 12C | The Foundation has a written conflict of interest policy. All board members are asked to complete and sign a conflict of interest policy form on an annual basis. Compliance is monitored and the Foundation is developing policies and procedures to ensure board compliance with conflict of interest responses. |
| DETERMINING COMPENSATION - FORM 990, PART VI, SECTION B, LINE 15A & 15B | Employees of the Medical Foundation are leased from the University of North Carolina at Chapel Hill. Their compensation is determined in accordance with the pay and employee benefit practices of the North Carolina State Government. The Foundation President has reviewed the compensation paid to each Foundation employee and determined that it is at or below the local market rate of other comparable non-profit organizations. The Foundation plans to engage in a more formal review of the compensation levels for Foundation employees and the process whereby state pay levels are set. |
| DISCLOSURE OF GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS TO PUBLIC | FORM 990, PART VI, SECTION C, LINE 19 It is not part of the Medical Foundation's written policies to make these documents available to the public. |
| COMPENSATION INFORMATION - FORM 990, PART VII, SECTION A | Salaries, payroll taxes, and benefits for the Medical Foundation of North Carolina's employees are paid by the University of North Carolina at Chapel Hill. The Foundation reimburses the University for a portion of these personnel costs. The remainder of salaries, payroll taxes, and benefits are contributed services. |
| OTHER CHANGES IN NET ASSETS - FORM 990, PART XI, LINE 9 | CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS 567,915 |
| COMMITTEE RESPONSIBLE FOR OVERSIGHT OF AUDIT - FORM 990, PART XII, LINE 2C | The Audit Committee has oversight for the audit of the financial statements. |
| BUSINESS RELATIONSHIPS - FORM 990, PART VI SECTION A, LINE 2 | Ann Braun is an Associate Dean of the UNC-CH School of Medicine and is President of the Medical Foundation and William L. Roper is Dean of the UNC-CH School of Medicine. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MEDICAL GROUND TRANSPORT LLC | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 880 MARTIN LUTHER KING BLVD | AddressLine1 |
| City | CHAPEL HILL | City |
| State | NC | State |
| ZIP Code | 27514 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | TRANSPORT | PrimaryActivitiesTxt |
| Legal Domicile State | NC | LegalDomicileStateCd |
| Total Income | $0 | TotalIncomeAmt |
| End Of Year Assets | $0 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1 |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| GROVER C DALE MD MEDICAL RESEARCH TRUST | ||||||||||
| 880 MARTIN LUTHER KING JR BLVD | CHAPEL HILL | NC | 27514 | 311474626 | RESEARCH | NC | 501(c)(3) | 11 | Med Fdn | Yes (true) |
| GROVER C DALE MD SCHOLARSHIP TRUST | ||||||||||
| 880 MARTIN LUTHER KING JR BLVD | CHAPEL HILL | NC | 27514 | 311474625 | SCHOLARSHIPS | NC | 501(c)(3) | 11 | Med Fdn | Yes (true) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| MEDICAL GROUND TRANSPORT LLC | ||
| M | $127,565 | FMV |
| MEDICAL GROUND TRANSPORT LLC | ||
| S | $37,137 | CASH |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990, SCHEDULE R, PART I & PART II, (1)(B) | FormAndLineReferenceDesc |
| Explanation | PART I (1)(B) MEDICAL GROUND TRANSPORT, LLC PROVIDES TRANSPORTATION FOR SUPPORTED ENTITIES. | ExplanationTxt |
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